Pier Capital, LLC holds a diversified book of 129 stocks worth $754.6M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Jfrog Ltd and trimmed Hexcel Corp. Their largest long position is Hexcel Corp at 2% of the equity book. Cloning the disclosed picks since 2024 would be +48% (+25.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 11.6 points over this window.
Growth of $10,000 cloning Pier Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Pier Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $46.7B |
| GEODE CAPITAL MANAGEMENT, LLC | 80 / 80 | $9.4B |
| MORGAN STANLEY | 80 / 80 | $5.5B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $4.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $4.4B |
| UBS Group AG | 80 / 80 | $3.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $3.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $1.3B |
Ranked by how many of Pier Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hexcel Corp COM | $15.9M | 158.7K | 2.1% | ▼−0.4% Reduced · −643 sh | |
| 2 | Allegro Microsystems Inc COM | $15.9M | 227.8K | 2.1% | ▲+0.5% Added · +1K sh | |
| 3 | Onto Innovation Inc COM | $14.5M | 38.3K | 1.9% | ▼−2.0% Reduced · −778 sh | |
| 4 | Semtech Corp COM | $14.2M | 88.0K | 1.9% | ▼−28% Reduced · −35K sh | |
| 5 | CECO Environmental Corp COM | $13.8M | 152.1K | 1.8% | ▲+1.2% Added · +2K sh | |
| 6 | Applied Industrial Technologies Inc COM | $13.4M | 39.7K | 1.8% | ▲+0.5% Added · +202 sh | |
| 7 | Herc Holdings Inc COM | $12.9M | 90.2K | 1.7% | ▲+33% Added · +22K sh | |
| 8 | Fulton Financial Corp COM | $12.8M | 530.8K | 1.7% | ▼−0.5% Reduced · −3K sh | |
| 9 | Alignment Healthcare Inc COM | $12.6M | 527.5K | 1.7% | ▼−1.8% Reduced · −10K sh | |
| 10 | Mirion Technologies Inc COM | $12.5M | 696.0K | 1.7% | ▼−1.1% Reduced · −8K sh | |
| 11 | JFrog Ltd COM | $12.0M | 131.9K | 1.6% | ▲New New position | |
| 12 | Commvault Systems Inc COM | $11.8M | 82.9K | 1.6% | ▼−9.0% Reduced · −8K sh | |
| 13 | Valmont Industries Inc COM | $11.7M | 20.2K | 1.5% | ▲+8.3% Added · +2K sh | |
| 14 | Establishment Labs Holdings Inc COM | $11.5M | 133.8K | 1.5% | ▲+0.2% Added · +243 sh | |
| 15 | AZZ Inc COM | $10.9M | 70.1K | 1.4% | ▲+0.5% Added · +358 sh | |
| 16 | AngioDynamics Inc COM | $10.5M | 806.7K | 1.4% | ▲+1.3% Added · +10K sh | |
| 17 | Sensient Technologies Corp COM | $10.3M | 83.9K | 1.4% | ▲+13% Added · +10K sh | |
| 18 | ESCO Technologies Inc COM | $10.1M | 29.0K | 1.3% | ▼−1.7% Reduced · −498 sh | |
| 19 | Repligen Corp COM | $10.1M | 74.2K | 1.3% | ▲+40% Added · +21K sh | |
| 20 | Advanced Drainage Systems Inc COM | $10.1M | 64.2K | 1.3% | ▲+0.5% Added · +291 sh | |
| 21 | Glacier Bancorp Inc COM | $10.0M | 193.8K | 1.3% | ▲+0.6% Added · +1K sh | |
| 22 | Birkenstock Holding plc COM | $9.6M | 224.0K | 1.3% | ▲+1.7% Added · +4K sh | |
| 23 | IMAX Corp COM | $9.5M | 237.9K | 1.3% | ▼−0.8% Reduced · −2K sh | |
| 24 | Kodiak Gas Services Inc COM | $9.5M | 126.1K | 1.3% | ▼−1.6% Reduced · −2K sh | |
| 25 | Shoals Technologies Group Inc COM | $9.4M | 948.4K | 1.2% | ▼~0% Reduced · −316 sh | |
| 26 | Powell Industries Inc COM | $9.2M | 32.1K | 1.2% | ▲+140% Added · +19K sh | |
| 27 | The Vita Coco Company Inc COM | $9.0M | 135.7K | 1.2% | ▲+0.1% Added · +89 sh | |
| 28 | Bandwidth Inc COM | $8.9M | 140.4K | 1.2% | ▲New New position | |
| 29 | Centrus Energy Corp COM | $8.8M | 52.6K | 1.2% | ▲+122% Added · +29K sh | |
| 30 | nLight Inc COM | $8.8M | 126.8K | 1.2% | ▼−1.8% Reduced · −2K sh | |
| 31 | OneSpaWorld Holdings Ltd COM | $8.8M | 312.1K | 1.2% | ▼−23% Reduced · −93K sh | |
| 32 | Generac Holdings Inc COM | $8.7M | 29.8K | 1.2% | ▲New New position | |
| 33 | Alpha Tau Medical Ltd COM | $8.7M | 691.9K | 1.2% | ▲New New position | |
| 34 | Cavco Industries Inc COM | $8.6M | 14.1K | 1.1% | ▲+1.7% Added · +236 sh | |
| 35 | Seacoast Banking Corp of Florida COM | $8.5M | 255.1K | 1.1% | ▲+0.9% Added · +2K sh | |
| 36 | Lindblad Expeditions Holdings Inc COM | $8.5M | 299.5K | 1.1% | ▲+56% Added · +108K sh | |
| 37 | Boot Barn Holdings Inc COM | $8.5M | 51.5K | 1.1% | ▲+42% Added · +15K sh | |
| 38 | Century Communities Inc COM | $8.3M | 116.5K | 1.1% | ▲+30% Added · +27K sh | |
| 39 | GitLab Inc COM | $8.3M | 272.2K | 1.1% | ▲New New position | |
| 40 | Modine Manufacturing Co COM | $8.1M | 30.4K | 1.1% | ▲+0.3% Added · +82 sh | |
| 41 | Saia Inc COM | $8.0M | 19.1K | 1.1% | ▼−34% Reduced · −10K sh | |
| 42 | ArcBest Corp COM | $8.0M | 55.5K | 1.1% | ▼−30% Reduced · −24K sh | |
| 43 | Champion Homes Inc COM | $7.7M | 87.5K | 1.0% | ▲+1.3% Added · +1K sh | |
| 44 | MP Materials Corp COM | $7.7M | 136.8K | 1.0% | ▲+81% Added · +61K sh | |
| 45 | Lattice Semiconductor Corp COM | $7.6M | 49.6K | 1.0% | ▼−45% Reduced · −40K sh | |
| 46 | RadNet Inc COM | $7.6M | 123.0K | 1.0% | ▲+3.5% Added · +4K sh | |
| 47 | Belden Inc COM | $7.6M | 63.1K | 1.0% | ▲+0.3% Added · +192 sh | |
| 48 | SiTime Corp COM | $7.5M | 10.0K | 1.0% | ▼−44% Reduced · −8K sh | |
| 49 | MSA Safety Inc COM | $7.4M | 42.3K | 1.0% | ▲+0.5% Added · +228 sh | |
| 50 | Cogent Biosciences Inc COM | $7.3M | 189.0K | 1.0% | ▲+87% Added · +88K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1310051/holdings"
Use Arkolith to show Pier Capital, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 129 | $754.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 122 | $606.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 125 | $626.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 131 | $639.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 121 | $655.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 116 | $596.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 118 | $700.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 133 | $709.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.